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Wealthspire Advisors (New York)’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DGRW Stock Details DGRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6M Sell
121,708
-1,459
-1% -$138K 0.06% 161
2026
Q1 		$10.8M Buy
123,167
+926
+0.8% +$84.2K 0.09% 109
2025
Q4 		$10.9M Sell
122,241
-960
-0.8% -$85.6K 0.09% 111
2025
Q3 		$11M Sell
123,201
-2,490
-2% -$216K 0.06% 109
2025
Q2 		$10.5M Sell
125,691
-2,102
-2% -$167K 0.06% 109
2025
Q1 		$10.2M Sell
127,793
-11,686
-8% -$957K 0.06% 111
2024
Q4 		$11.3M Sell
139,479
-1
-0% -$84 0.11% 92
2024
Q3 		$11.6M Buy
139,480
+7,571
+6% +$606K 0.12% 89
2024
Q2 		$10.3M Sell
131,909
-39,699
-23% -$3M 0.13% 74
2024
Q1 		$13.1M Sell
171,608
-5,698
-3% -$416K 0.17% 60
2023
Q4 		$12.5M Sell
177,306
-4,880
-3% -$322K 0.18% 59
2023
Q3 		$11.6M Sell
182,186
-4,566
-2% -$303K 0.19% 57
2023
Q2 		$12.4M Sell
186,752
-7,422
-4% -$471K 0.2% 58
2023
Q1 		$12.1M Sell
194,174
-11,069
-5% -$680K 0.21% 59
2022
Q4 		$12.4M Sell
205,243
-2,400
-1% -$143K 0.23% 58
2022
Q3 		$11.2M Sell
207,643
-2,887
-1% -$171K 0.23% 60
2022
Q2 		$12.1M Sell
210,530
-135
-0.1% -$8.18K 0.25% 54
2022
Q1 		$13.4M Sell
210,665
-1,100
-0.5% -$69.4K 0.3% 38
2021
Q4 		$13.9M Buy
211,765
+40,570
+24% +$2.55M 0.31% 38
2021
Q3 		$10.1M Sell
171,195
-16,550
-9% -$1.01M 0.21% 58
2021
Q2 		$11.2M Sell
187,745
-2,920
-2% -$173K 0.29% 42
2021
Q1 		$10.9M Sell
190,665
-4,700
-2% -$258K 0.26% 47
2020
Q4 		$10.5M Buy
195,365
+17,710
+10% +$917K 0.31% 44
2020
Q3 		$8.81M Sell
177,655
-263
-0.1% -$12.8K 0.52% 27
2020
Q2 		$8.09M Sell
177,918
-3,280
-2% -$142K 0.56% 29
2020
Q1 		$7.05M Buy
181,198
+176,873
+4,090% +$8.04M 0.3% 51
2019
Q4 		$210K Buy
+4,325
New +$202K 0.02% 197

Other funds holding DGRW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wealthspire Advisors (New York)'s DGRW Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) stake by 1.2% in Q2 2026, selling an estimated $138K and leaving 121,708 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #161.

Wealthspire Advisors (New York) first reported a position in DGRW in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.9M in Q4 2021. 796 funds tracked by Wall St. Rank hold DGRW as of Q2 2026.

  • Wealthspire Advisors (New York) held 121,708 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $11.6M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 1,459 WisdomTree Trust WisdomTree US Quality Dividend Growth Fund shares in Q2 2026, an estimated $138K.
  • WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #161 holding.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q4 2019 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $13.9M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.